Key Steps
1. Re-synchronise rolled-over year groups with the MIS 0:29
Go to the subject area that has already rolled over for the new academic year.
On the right-hand side, select Synchronise your class lists.
Review the list of classes, qualifications, and specifications shown.
Match only the classes that belong to the correct specification.
Exclude classes that belong to a different specification within the same subject area.
Click Save to begin syncing in the background.
Repeat this for each subject that needs to reconnect to the MIS.
2. Confirm class list synchronisation is in progress 1:17
Check that the class list synchronisation tick appears next to the subject.
Confirm the classes are now syncing directly to the MIS.
Allow time for the sync to complete in the background.
Repeat the same process for any continuous courses, such as Year 13 A-level subjects.
3. Add a new class manually for a new subject or specification 1:48
Use this step when a new subject, class, or specification has been introduced.
Go to Add new class.
Search for the subject, qualification, and specification from the dropdown menus.
Review the list of available classes linked to that subject.
Select the classes that should be attached to the new specification.
Click Add new class to create the tracker manually.
Use this method whenever a subject changes specification during the year.
4. Bulk add previous year trackers using auto-suggest 2:22
Go to Add new class.
Select Auto-suggest trackers.
Use this option only at the start of the academic year.
Continue to the year group you want to set up.
Review the suggested courses and the classes listed beneath each course.
Select all classes that should be linked to each course.
Leave out any classes that should not be part of that tracker.
Scroll to the bottom and click Create new trackers.
5. Repeat auto-suggest setup for each rolled-over year group 3:25
Return to Add new class and repeat Auto-suggest new trackers for the next year group.
Complete this process for each year group that did not roll over and sync automatically.
Typical year groups to process include:
Year 7
Year 8
Year 9
Year 10
Year 12
Allow time for trackers to appear and sync after creation.
Continue working while the system pulls through student and teacher data from the MIS.
6. Understand which year groups need manual setup versus sync only 3:46
Year 11 and Year 13 usually roll over automatically.
For Year 11 and Year 13, only re-synchronise the subjects rather than creating all trackers again.
For Year 7, 8, 9, 10, and 12, use the auto-suggest process to create trackers.
Use this distinction to avoid duplicating trackers or missing required setup.
7. Add new classes at any point during the year 4:05
If a new class is added later in the year, go to Add new class.
Connect to your MIS platform if prompted (for example: Arbor, Sims, BromCom, or iSAMS).
Select the subject, qualification, and specification.
Choose the relevant classes from the list.
Add the trackers directly to the pupil progress site.
Repeat this process whenever a new class or specification is introduced.
8. Create a school-level snapshot for the new academic year 4:44
After all subjects and year groups are synced, go to My School.
Select Snapshots.
Click Add a new school-level snapshot.
Name the snapshot clearly, such as New Academic Year.
Choose to take the snapshot immediately or schedule it for a specific date.
If no date is selected, the system will usually default to the following day.
Use this snapshot as the baseline for tracking progress throughout the year.
9. Maintain regular snapshots during the year 5:06
Take snapshots regularly after each data entry point.
Use snapshots to preserve historical data for reporting and comparison.
Ensure previous progress can still be accessed after new data is entered.
Use each snapshot to monitor progress over time and support reporting.
10. Confirm setup is complete and prepare for next steps 5:27
Verify that all trackers are set up and syncing correctly.
Confirm the new academic year setup is complete.
Proceed to optional next steps such as:
Importing target grades
Enabling flexi grades
Enabling flexi units
Keep the tracker setup as the foundation for all future progress tracking.
Cautionary Notes
Do not sync classes from the wrong specification; some subjects may contain multiple specifications within the same department.
Do not create duplicate trackers for year groups that already rolled over automatically.
Allow time for synchronisation to complete in the background before assuming there is an error.
Use Auto-suggest trackers only at the beginning of the academic year.
When adding classes manually, confirm the MIS connection and the correct subject/qualification/specification before saving.
Take snapshots consistently; otherwise, you may lose a clean baseline for reporting and progress comparison.
Tips for Efficiency
Work year group by year group to avoid missing classes.
Use the auto-suggest feature for bulk setup instead of creating trackers one at a time.
Keep a checklist of subjects and year groups so you can confirm each one has been synced.
Schedule the new academic year snapshot immediately after setup to avoid forgetting it.
While trackers sync in the background, continue with the next year group or subject to save time.
Use clear snapshot names so they are easy to identify later in reporting.